For Aboriginal Professionals in Finance, Management and Leadership

Transcription

1 F i n a n c e M a n a g e m e n t L e a d e r s h i p For Aboriginal Professionals in Finance, Management and Leadership

2 AFOA Canada AFOA Canada (formerly Aboriginal Financial Officers Association of Canada) was founded as a not-for-profit, non-political association in 1999 to help Aboriginal people better manage and govern their communities and organizations through a focus on enhancing finance and management practices and skills. AFOA Canada provides training in finance and management to Aboriginal individuals and communities to support them in their journey toward self-reliance and economic prosperity. This type of training is key in creating a better life for Canada s Aboriginal people and a better future for the next generation of Aboriginal people. We are Building a Community of Professionals Since 1999, AFOA Canada has become the centre for excellence and innovation in Aboriginal finance, management and leadership. It is the only, and largest, organization in Canada that focuses on the capacity development and day-to-day needs of those Aboriginal professionals who are working in all areas of finance, management, and leadership. Our programs are developed by Aboriginal people for Aboriginal People. Our Vision AFOA Canada is the centre for excellence, information and certification in Aboriginal management. Our Mission Building management proficiency and connections that enhance effective Aboriginal governance, administration and self-reliance. AFOA Canada Guiding Principles and Values: Responsive to the interests of our members, chapters, communities and partners Collaborative in building relationships, addressing issues, and meeting needs Excellence through the high quality standards that strengthen our credibility and impact Relevant timely, accurate and clear in all of our information, programs and services We achieve this by: Building capacity aimed at enhancing competency and skills development in financial management, general management, program management and leadership Certifying Aboriginal Professional Administrators (CAPA) Certifying Aboriginal Financial Managers (CAFM) Publishing the Journal of Aboriginal Management (JAM), Canada s only professional Aboriginal finance and management journal Providing professional development training Providing a forum to support our members through sharing of knowledge and experience Participating in the development of Aboriginal financial management, accounting and reporting standards Promoting excellence and professionalism in Aboriginal Communities and organizations Promoting of best practices Encouraging Aboriginal youth to enter into the finance and management professions Supporting Aboriginal accountability and self-determination efforts We believe AFOA Canada is one of Canada s leading and most respected organizations in building and enhancing...capacity within Aboriginal communities across the country. Our Corporate Partnership with AFOA just makes sense and brings tremendous value in our effort to connect with community leaders and decision makers. Jack Jamieson, B.Comm., PFP, Vice President, Aboriginal Services, T.E. Wealth

3 Become a Member and Join Our Community of Professionals! You can be an Individual Member of AFOA Canada or your organization can become a Corporate Member. AFOA Canada membership is one of the keys to a successful career. Membership provides you with the resources and tools that assist you and your team in bringing value to your organization and community. AFOA Canada and its Chapters link you to mentoring, networking, professional development, job search resources, plus guidance on earning your Certified Aboriginal Financial Manager (CAFM) and Certified Aboriginal Professional Administrator (CAPA) designations. Our members come from every corner of Canada, from Skidegate on Haida Gwaii in the West, to St. John s, Newfoundland in the East, to Carcross, Yukon in the North. They are leaders in their communities and organizations and bring a high level of professionalism to Aboriginal management. Members benefit from exclusive use of AFOA Canada s products, access to education, networking opportunities and being on the leading-edge of Aboriginal finance and management issues. Individual Membership Program Corporate Membership Program In collaboration with our Chapters across Canada, AFOA Canada has developed an approach to enhance the membership experience which is now built on The 4 Pillars of Membership: SAVINGs FELLOWSHIP & NETWORKING Pillar 1 Savings This pillar outlines the exclusive cost savings AFOA members receive for paying their membership dues. These savings include the premiere Member Perks Program and savings on workshops, online courses, conferences and publications. Pillar 2 Fellowship & Networking This pillar involves enhancing the collective interest of our membership in belonging to AFOA Canada through networking and participating in events. It is about being friendly, inclusive, and creating opportunities for social interaction. It is about helping each other. Pillar 3 Thought Leadership The focus on this pillar is to find ways to utilize the knowledge and expertise of our members in the recruitment and retention of new and existing members. It is important to be aware of what is happening in our fields of expertise (finance, administration, business, leadership) and share current events. Pillar 4 Membership Engagement This pillar involves finding new and innovative ways to get members involved with AFOA Canada. It is about the notion of actively participating in AFOA by serving on committees, taking part in opportunities to broaden their experience, or teaching workshops or courses, etc. It means that you are engaged in doing something! THOUGHT LEADERSHIP MEMBERSHIP ENGAGEMENT Corporate membership packages are available to both Aboriginal and Non-Aboriginal businesses that work (or are interested in working) with Aboriginal organizations, communities and individuals. Our corporate members develop meaningful relationships with our members and help communities realize their full potential through Connecting, Partnering and Building. This is your company s opportunity to boost its profile and exposure by investing in the country s largest marketplace for Aboriginal leaders and decision makers. You contribute not only to Aboriginal finance, management, leadership and capacity, but ultimately to the prosperity of Aboriginal communities. AFOA Canada Corporate Membership Packages provide your organization with exclusivity to all the programs through: Influence: We offer access and influential opportunity for knowledge transfer to Aboriginal communities and professionals, including the key decision makers. Positioning as an Expert: Facilitate the right of entry to Aboriginal communities in order to further your corporate social responsibility, inclusion commitments and competitive intelligence. Enhanced Profile and Recognition: You can build your corporate credibility and increase brand awareness in the Aboriginal market, including leveraging intellectual capital and recruitment opportunities. Entrance to a target rich environment: That is national in reach, provincial in scope and local in touch. Please refer to our Corporate Membership brochure for more information.

4 Capacity Development Workshops AFOA Canada is pleased to offer various workshops on key finance and management issues. Workshops can be delivered in your community or a location of your choice. We provide the facilitator, publications, tools and guides. Our capacity development workshops have been designed to deliver effective learning strategies and tools that can be implemented immediately in your community or organization. Our workshops have been developed for and by Aboriginal people to address relevant issues that our communities are facing. Continue your education by enhancing your existing skills or learn new competencies. Register or book your customized community workshop today. Our Workshop topics Include: Human Resources Management Essentials Module 1 Professional Practice 1 Day Module 2 Planning and Staffing 1 Day Module 3 Performance Management and Employee Training and Development 1 Day Module 4 Employee Compensation and Benefits 1 Day Banking Series Banking 101 The Banking Relationship 1 Day Banking 201 Negotiating Credit Facilities with a Financial Institution 1 Day Banking 301 Financing a Major Economic Development Project or a Major Infrastructure Project 1 Day Banking 401 Wealth Management 1 Day Aboriginal Finance and Management Performance Measurement and Reporting in First Nations 2 Days An Introduction to Comprehensive Community Planning in First Nations 2 Days Developing an Effective Management Action Plan for First Nations 2 Days Strategic Planning in First Nations 2 Days Values and Ethics in the Aboriginal Workplace 2 Days An Introduction to Community Economic Development 2 Days Effective Planning, Creation and Implementation of Your Trust 2 Days Developing Business Plans and Funding Proposals 1 Day Retirement Planning 2 Days Elected Aboriginal Leaders Series First Nations Community Governance I 1 Day First Nations Governance II 1 Day NEW! First Nations Community Governance III: Nation Building 1 Day NEW! First Nations Community Governance IV: Strategy 2 Days Effective Leadership 1 Day Demystifying Finance for Elected Aboriginal Leaders I 1 Day Demystifying Finance for Elected Aboriginal Leaders II 1 Day The Politics of Ethical Decision Making for Elected Aboriginal Leaders 2 Days The National Conference AFOA Canada s National Conference is the only forum for the exchange of knowledge and information on Aboriginal finance, management and leadership in the country. It is an important venue where Aboriginal finance professionals, Senior Administrators/Executive Officers, Program and Business Managers, elected leaders, Tribal Council members, Government representatives and business consultants working with Aboriginal communities can get together to explore emerging strategies and tools to enhance finance, management and leadership in Aboriginal communities and organizations. AFOA Canada has hosted over 17 National conferences which attract over 1000 delegates each year. JAM: The Journal of Aboriginal Management JAM is the only professional journal for Aboriginal finance and management in Canada. This semi-annual Journal, the first of its kind in Canada, focuses on professional trends and innovations in Aboriginal management. It includes interviews with leaders and articles from experts that profile community based initiatives and best practices. Stay ahead of what s happening with JAM!

5 AFOA Canada Awards and Youth Programs AFOA Canada recognizes achievement through various Awards programs. We encourage Aboriginal youth to enter into the finance and management professions as well as support all Aboriginal Professionals through capacity building and certification. MNP-AFOA Canada Excellence in Aboriginal Leadership Awards This award recognizes National and Regional recipients for their commitment in Aboriginal Finance and management. PotashCorp Aboriginal Youth Financial Management Award and Scholarship This prestigious Award and Scholarship program supports and encourages our Aboriginal youth to enter financial related professions. Successful students take part in a four day youth program and become eligible for a $5,000 scholarship. Dollars & Sense Program Contact us today and learn more about our youth targeted financial literacy suite of workshops! (1) Secondary School Module grades 11 and 12; (2) Middle School Module grades 7 and 8; and (3) Elementary School Module grades 3 and 4. The goals of the Dollars & Sense Program are to: (1) enhance students understanding of handling finances and using money wisely; (2) provide the knowledge and skills to help students make informed financial decisions; (3) increase students understanding of saving and setting financial goals; (4) assist students in determining the real costs of products and services; and (5) build students awareness of career opportunities in finance. AFOA Canada thanks and acknowledges TD Bank Group for providing funding for this Program. Education & Certification: Invest in Your Future The Certified Aboriginal Financial Manager (CAFM) Designation & Program The Certified Aboriginal Financial Manager (CAFM) designation is the only one of its kind in the world and is increasingly becoming the sought after credential for Aboriginal financial management one that identifies CAFMs as highly qualified financial managers able to meet today s unique challenges. The designation is based on rigorous competency and ethical standards and a combination of education and experience requirements. There are fifteen courses in the CAFM Education program leading to the CAFM designation. AFOA Canada has partnered with the Chartered Professional Accountants (CPA) Canada and we have aligned the CAFM Education Program into CPA Canada s Advanced Certificate in Accounting and Finance (ACAF) Program. This alignment is based on professional standards of practice and a firm understanding of the real-world pressures challenging Aboriginal financial managers. Visit our website for further information or refer to the CAFM Program Brochure. A CAFM designation demonstrates professional credibility, competency and integrity. To qualify, candidates must apply via: Option 1 / CAFM Education Program (Standard Application Route) Successful completion of 15 CAFM courses Available online and classroom delivery 2 years practical work experience Successfully pass the CAFM Professional Examination Option 2 / Special Arrangement A Applicants must possess a CPA designation 5 years practical work experience in an Aboriginal environment Successfully complete CAFM 6 and CAFM 14 online courses Applicants working in accounting firms must include up to 3 letters from Aboriginal communities or organizations they have as clients Option 2 / Special Arrangement A.1 Applicants must possess an ACAF Certificate 5 years practical work experience in an Aboriginal environment Successfully complete CAFM 4, CAFM 6 and CAFM 14 online courses Applicants working in accounting firms must include up to 3 letters from Aboriginal communities or organizations they have as clients Option 3 / Special Arrangement B Minimum 5 years practical work experience in an Aboriginal environment Successfully pass the CAFM Professional Examination Successfully complete CAFM 4 and CAFM 14 online courses AND In addition to the options above: Sign an agreement to abide by the AFOA Canada standards of Ethical Conduct Be a member in good standing with AFOA Canada Sign an agreement to meet a Maintenance of Certification (MOC) requirement

6 Education & Certification: Invest in Your Future Certified Aboriginal Professional Administrator (CAPA) Designation And Program The Certified Aboriginal Professional Administrator (CAPA) designation is one that identifies highly qualified Administrators, able to meet today s unique challenges and builds capacity in Aboriginal administration. The purpose of the CAPA Education Program is to enhance the knowledge, skills, professional development and capacity of Administrators working in/with Aboriginal communities/organizations. To qualify, candidates must: Option 1 Capa Online Program The CAPA Online Program requires the completion of 16 online courses. Available in two delivery formats: 1) Scheduled online 15 weeks to complete and facilitator guided; and 2) Independent online 1 year to complete course, self-guided Successfully pass the CAPA Certification Examination Have a minimum of two years full time senior management supervisory experience in an Aboriginal management environment Option 2 Capa In-Person Program AFOA Canada is pleased to offer our CAPA IN-PERSON program either scheduled or delivered right at your door, in your community, or at a location of your choice. Participants are provided with all necessary publications, tools and guides. The CAPA In-Person Program requires applicants to attend six intensive weekend sessions and complete reading, quizzes/exams via Moodle. Successfully complete all 16 Modules to receive the CAPA Diploma Pass the mid-term and final exam, and complete all homework assignments/quizzes for individual courses Successfully pass the CAPA Certification Examination Have a minimum of two years full time senior management supervisory experience in an Aboriginal management environment Option 3 CAPA PLAR (Prior Learning and Assessment Recognition) The CAPA PLAR requires applicants to submit a Portfolio that will successfully demonstrate through the assessment process that all CAPA competencies have been met or exceeded. To become a CAPA, PLAR applicants must: Submit a PLAR Evidence Portfolio successfully demonstrating that all CAPA competencies have been met or exceeded Have a college/university degree in public administration, business administration, a relevant senior management program or an equivalent degree and have three years or more full time senior management supervisory experience in an Aboriginal management environment Have no degree, with a minimum of five years or more full time senior management supervisory experience in an Aboriginal management environment In addition to options 1, 2 & 3, applicants must also: Sign an agreement to abide by the AFOA Canada standards of Ethical Conduct Be a member in good standing with AFOA Canada Sign an agreement to meet a Maintenance of Certification (MOC) requirement AFOA Chapters AFOA Canada has Chapters operating in most provinces/territories. Members of AFOA Canada automatically become a member of their local provincial or territorial Chapter. Chapters play an important role for members and AFOA Canada; they hold regional workshops and conferences and develop valuable resources and products for members. To contact the Chapters and for more information, please visit AFOA British Columbia, AFOA Alberta, AFOA Saskatchewan, AFOA Manitoba, AFOA Ontario, AFOA Québec, AFOA Atlantic AFOA Northwest Territories, AFOA Nunavut 1066 Somerset Street West, Suite 301, Ottawa, ON K1Y 4T3 info@afoa.ca Phone: (613) Toll Free: Fax: (613) MARCH 2017